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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,358 | $159,978-54.1% | $147,041-50.1% | $145,978-49.7% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.2%+2.8pp | 80.3%+4.7pp |
| Annual return | 18.56% | 98.36%-79.8pp | 419.21%-400.7pp | 550.52%-532.0pp |
| Employer contribution / active EE | $14,317 | $5,288+170.7% | $4,935+190.1% | $4,662+207.1% |
| Participant deferral / active EE | $11,188 | $8,429+32.7% | $8,071+38.6% | $6,690+67.3% |
| Admin fee / account holder | $6,935 | $15,053-53.9% | $13,006-46.7% | $13,400-48.2% |